A detailed history of West Financial Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, West Financial Advisors, LLC holds 103 shares of CAT stock, worth $37,702. This represents 0.01% of its overall portfolio holdings.

Number of Shares
103
Previous 103 -0.0%
Holding current value
$37,702
Previous $34,000 17.65%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 11, 2024

SELL
$226.05 - $298.12 $8,137 - $10,732
-36 Reduced 25.9%
103 $30,000
Q3 2023

Oct 10, 2023

BUY
$240.58 - $288.65 $8,660 - $10,391
36 Added 34.95%
139 $37,000
Q2 2023

Jul 07, 2023

BUY
$205.75 - $247.67 $21,192 - $25,510
103 New
103 $25,000

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $193B
  • Description
  • Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...
More about CAT
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